'%20stroke-width='17'%20stroke-linecap='square'%20stroke-linejoin='miter'%20stroke-miterlimit='20'/%3e%3cpath%20d='M%20117,135%20L%20117,15%20L%20167,78%20L%20217,15%20L%20217,135'%20fill='none'%20stroke='url(%23mmGrad)'%20stroke-width='17'%20stroke-linecap='square'%20stroke-linejoin='miter'%20stroke-miterlimit='20'/%3e%3crect%20x='12'%20y='141'%20width='205'%20height='4'%20fill='url(%23barGrad)'/%3e%3c/svg%3e)
The Johannesburg wealth management market
Johannesburg is a core market for banking, insurance and wealth management appointments. Our search work covers major financial centres including Sandton, Rosebank, Bryanston and surrounding business districts. Within that market, our wealth management desk covers recruitment for wealth practices, advisory businesses and investment focused firms.
About the paraplanner role
Paraplanners do the technical work behind financial advice. They research, model and draft the plan so that the adviser can concentrate on the client conversation.
Key responsibilities
- Prepare financial plans, cash flow models and product comparisons
- Draft records of advice and replacement policy comparisons
- Research investment, retirement, risk and estate solutions
- Prepare review packs and portfolio reports ahead of client meetings
- Keep advice files complete and compliant
Experience and background we look for
- Two or more years in a paraplanning, technical support or advice support role
- Comfort with planning software such as cash flow and portfolio modelling tools
- A relevant degree, CFP progress or an approved financial planning qualification
- RE5 completed where the role includes any client facing advice
Core skills and competencies
- Technical financial planning
- Modelling and analysis
- Clear written explanation
- Product research
- Compliance awareness
- Deadline management
Regulatory and compliance context
Advice and discretionary management roles fall under FAIS, with additional obligations under POPIA and, for estates work, the Administration of Estates Act. We confirm RE5, CFP standing where claimed, licence categories and continuous professional development records before shortlisting.
How Morton Moore runs this search in Johannesburg
We keep an exclusive client list, so on every accepted paraplanner mandate a far wider part of the Johannesburg wealth management market stays open to direct approach. We map the employers in the area, contact people who are not applying for jobs, test the detail behind each claim on a CV and present a short, honest list. Our fee is 12.5 percent and every placement carries a three month guarantee period.
Frequently asked questions
- Who are the top paraplanners recruiters in Johannesburg?
- Morton Moore recruits paraplanners in Johannesburg on a selective basis. We take on a limited number of clients in each sector so that we can approach the widest possible pool of wealth management professionals for every brief we accept.
- How long does it take to fill a paraplanner role in Johannesburg?
- Most searches at this level produce a shortlist within two to three weeks of a full brief. The final timeline depends on notice periods, which in Johannesburg are usually one calendar month and sometimes longer for senior appointments.
- What does Morton Moore charge?
- Our agency fee is 12.5 percent of the annual package and every placement carries a three month guarantee period. There are no separate advertising or shortlisting charges.
- Do you recruit paraplanners outside Johannesburg?
- Yes. We work from offices serving the Garden Route, Johannesburg, Cape Town and Durban, and we place paraplanners across South Africa. We also recruit into Insurance and Banking for clients who need cover beyond wealth management.
- Can candidates register with you directly?
- Yes. Candidates can view current opportunities and apply through our own site. Applications stay with Morton Moore and are never shared with a client without permission.
Hiring a paraplanner in Johannesburg?
We take on a limited number of clients so that the widest possible part of the market stays open for every mandate. Apply for a client partnership and we will tell you honestly whether we can act on the brief.